Please click on the links below to access application forms.

Retirement Savings Plan/LIRA/LRSP/RLSP* (Specimen Plan Number: 524-016)
Retirement Income Fund/LIF/LRIF/RLIF (Specimen Plan Number: 1208)
Tax-Free Savings Account (Specimen Plan Number: 05240015)


LIRA/LRSP Addendum
- Part A is to be used for Alberta locked-in funds
- Part B is to be used for Manitoba locked-in funds
- Part C is to be used for all other provincially regulated funds

LIF/Saskatchewn RRIF Addendum
- Part A is to be used for Alberta locked-in funds
- Part B is to be used for Manitoba locked-in funds
- Part C is to be used for Saskatchewan locked-in funds
- Part D is to be used for all other provincially regulated funds

LRIF Addendum
- To be used only for funds subject to Newfoundland legislation

RLSP Addendum
- To be used only for funds subject to federal legislation

RLIF Addendum
- To be used only for funds subject to federal legislation

T2033 Transfer Form

T2151 Transfer Form

*RRSP receipts will be sent out from our Trustee, CIBC Mellon GSS.

Please fax completed forms to: 1-416-643-3655

CIBC Mellon GSS
320 Bay Street
Ground Floor - Office Services
Toronto, Ontario M5H 4A6
Attention: Unitholder Record Keeping Dept.

If you have any questions regarding the use of these forms please call our client service line toll-free at 1-866-640-4374 or 1-416-365-4374.

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